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Careers at Stoever Glass Wealth Management

We carefully plan for our clients’ retirement but we do not plan for our own.

We are interested in having the same discussions with you that you have with your clients regarding their careers, business and the thoughtful planning of your retirement or disability.

For over 50 years, Stoever Glass & Co. has earned a reputation as a conservative municipal bond Firm serving the needs of High Net Worth individuals and families. 

Recognizing our clients’ needs have grown more complex than strictly furnishing competitive tax-free investments, we established Stoever Glass Wealth Management giving us the capability to provide the multigenerational financial planning and Wealth Management solutions our clients require.

With Charles Schwab as our custodian for our Advisory business line and Pershing clearing our Broker/Dealer business, there are very few situations in which we cannot compete.

If you would like discuss our Firm, our Vision and whether we would be a suitable place for you to maintain and grow your existing client base or plan for the orderly transfer of these clients to another Advisor, please contact us at your convenience.
 

Roland Stoever
President
Stoever Glass Wealth Management
roland@stoeverwealth.com
www.stoeverglass.com
Office: (212) 952-1910 
Toll free: (800) 223-3881

Stoever Glass Wealth Management Client (Schwab Alliance)

Schwab is a registered broker-dealer, and is not affiliated with Stoever Glass Wealth Management or any advisor(s) whose name(s) appear(s) on this website. Stoever Glass Wealth Management is/are independently owned and operated. Schwab neither endorses nor recommends [{Stoever Glass Wealth Management}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stoever Glass Wealth Management under which Schwab provides Stoever Glass Wealth Management with services related to your account. Schwab does not review the Stoever Glass Wealth Management website(s), and makes no representation regarding information contained in the Stoever Glass Wealth Management website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.